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Leeward Investments’s Encompass Health EHC Stock Holding History

Leeward Investments’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.1M Sell
327,277
-9,884
-3% -$1.02M 1.5% 10
2026
Q1 		$32.6M Buy
337,161
+3,182
+1% +$326K 1.61% 5
2025
Q4 		$35.4M Sell
333,979
-7,755
-2% -$899K 1.79% 3
2025
Q3 		$43.4M Sell
341,734
-9,387
-3% -$1.12M 2.22% 2
2025
Q2 		$43.1M Sell
351,121
-81,236
-19% -$9.28M 2.29% 2
2025
Q1 		$43.8M Sell
432,357
-18,517
-4% -$1.81M 2.33% 1
2024
Q4 		$41.6M Sell
450,874
-56,539
-11% -$5.55M 2.07% 1
2024
Q3 		$49M Sell
507,413
-49,212
-9% -$4.42M 2.27% 2
2024
Q2 		$47.8M Buy
556,625
+6,559
+1% +$550K 2.19% 2
2024
Q1 		$45.4M Sell
550,066
-3,042
-0.5% -$223K 2.01% 2
2023
Q4 		$36.9M Sell
553,108
-8,893
-2% -$576K 1.73% 2
2023
Q3 		$37.7M Sell
562,001
-27,031
-5% -$1.86M 1.93% 2
2023
Q2 		$39.9M Sell
589,032
-111,862
-16% -$7.01M 1.87% 2
2023
Q1 		$37.9M Sell
700,894
-25,127
-3% -$1.46M 1.73% 4
2022
Q4 		$43.4M Sell
726,021
-10,333
-1% -$562K 1.92% 1
2022
Q3 		$33.3M Buy
736,354
+243,052
+49% +$12.2M 1.59% 7
2022
Q2 		$22M Buy
493,302
+199,901
+68% +$10.3M 1% 23
2022
Q1 		$16.6M Buy
+293,401
New +$15.3M 0.66% 57

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Leeward Investments's EHC Position: Q2 2026 in Review

Leeward Investments reduced its Encompass Health (EHC) stake by 2.9% in Q2 2026, selling an estimated $1.02M and leaving 327,277 shares worth $33.1M. The position accounts for 1.5% of the portfolio, ranked #10.

Leeward Investments first reported a position in EHC in Q1 2022 and has held it in 18 quarters since. The position peaked at $49M in Q3 2024. 597 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

  • Leeward Investments held 327,277 shares of Encompass Health worth $33.1M as of Q2 2026.
  • Leeward Investments sold 9,884 Encompass Health shares in Q2 2026, an estimated $1.02M.
  • Encompass Health made up 1.5% of Leeward Investments's portfolio in Q2 2026, its #10 holding.
  • Leeward Investments first reported a position in Encompass Health in Q1 2022 and has held it in 18 quarters since.
  • Leeward Investments's Encompass Health position peaked at $49M in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.